Tools

A simpler way to track income and expenses — built by a bookkeeper.

After two decades inside small business finances, I kept seeing the same problem. Owners paying for software designed for accountants. Most of them only needed one thing: to know where their money was going.


The Problem

QuickBooks is a powerful piece of accounting software. It is also significantly more than most small business owners, freelancers, and solopreneurs actually need.

The chart of accounts. The reconciliation process. The reporting structure. It was built for accountants to manage — not for owners to operate independently.

Most owners want three things: what came in, what went out, and what's left. That doesn't require a $30 monthly subscription and a two-day learning curve.

Profit leaks when visibility disappears. The goal isn't more software. It's a clearer picture.

The Tool

Get Bookkeeper Pro is a focused bookkeeping application I built for small business owners who want clarity without complexity. It does one thing well: turns your bank statement into an organized income and expense report.

01

Upload your bank statement

Import a PDF, CSV, or Excel file. The app reads it and creates draft transactions automatically.

02

Review and categorize

Edit, delete, and assign IRS Schedule C categories before anything is committed. You stay in control.

03

See your numbers

Generate a simple Profit & Loss. Know what came in, what went out, and what's left.


See It
Walkthrough

Access

This is not a subscription. One payment and it's yours — including all future updates.

Founder's Lifetime Price
$97
One payment. No monthly fees. No renewal.
Includes Statement Parser, Tax Category Cheat Sheet,
PDF/CSV/Excel imports, and IRS Schedule C categories.
Get Lifetime Access 30-day money-back guarantee. No questions asked.
Get Bookkeeper Pro
Statement Parser tool
Tax Category Cheat Sheet
PDF, CSV & Excel bank statement imports
IRS Schedule C categories built in
All future updates — free

Context

This tool is not a replacement for professional bookkeeping. It is a starting point — a way for owners to understand their own numbers without depending entirely on someone else to interpret them.

If your situation is more complex — payroll, multiple entities, sales tax, investors — that requires a different conversation. This tool is for owners who need a clean monthly picture of their income and expenses. Nothing more.

— Steph Wynne, Flat Rate Bookkeeping & Taxes